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Select a trigger from VanillaSoft

A trigger is an event that starts your Zap and runs the workflow. For example, with VanillaSoft, a trigger could be "Result a Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Sub-Zap by Zapier

An action is what takes place after the automation is triggered. For example, with Sub-Zap by Zapier, the action could be "Call a Sub-Zap."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect VanillaSoft and Sub-Zap by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    Write
    • Account
      Required
    • Zap_id
    • Parent_zap_directions
    • Zap_path_run_id
    Action
    Write

Learn how to automate VanillaSoft on the Zapier blog

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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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